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Portfolio (Quarterly) Guide ↗

OLD NATIONAL BANCORP /IN/

· CIK 0000707179
13F Portfolio $5.0B AUM 990 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 625 New
Page 14 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,771.0 $1.4M 0.03% NEW $293.18 +3.6%
262 VTWO VANGUARD SCOTTSDALE FDS 11,433.0 $1.4M 0.03% NEW $121.42 -0.4%
263 GILD GILEAD SCIENCES INC Healthcare 10,467.0 $1.3M 0.03% NEW $126.34 +17.8%
264 XLB SELECT SECTOR SPDR TR 25,473.0 $1.3M 0.03% NEW $50.83 +5.4%
265 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7,122.0 $1.3M 0.03% NEW $178.24 +19.9%
266 IWO ISHARES TR 3,163.0 $1.2M 0.03% NEW $393.96 -2.1%
267 SBUX STARBUCKS CORP Consumer Cyclical 12,186.0 $1.2M 0.03% NEW $102.19 +3.5%
268 SYY SYSCO CORP Consumer Defensive 14,888.0 $1.2M 0.03% NEW $83.58 -0.1%
269 FRME FIRST MERCHANTS CORP Financial Services 28,415.0 $1.2M 0.03% NEW $43.69 -4.9%
270 UAL UNITED AIRLS HLDGS INC Industrials 9,012.0 $1.2M 0.02% NEW $135.99 -13.7%
271 SCHV SCHWAB STRATEGIC TR 35,153.0 $1.2M 0.02% NEW $34.81 +0.3%
272 SHV ISHARES TR 10,975.0 $1.2M 0.02% NEW $110.35 -0.0%
273 AZN ASTRAZENECA PLC Healthcare 6,312.0 $1.2M 0.02% NEW $189.62 -10.5%
274 EFV ISHARES TR 15,523.0 $1.2M 0.02% NEW $76.55 +7.9%
275 NVR NVR INC Consumer Cyclical 173.0 $1.2M 0.02% NEW $6813.40 -5.6%
276 DELL DELL TECHNOLOGIES INC Technology 2,682.0 $1.2M 0.02% NEW $431.46 +4.5%
277 ECL ECOLAB INC Basic Materials 4,132.0 $1.2M 0.02% NEW $278.61 +3.9%
278 SHW SHERWIN WILLIAMS CO Basic Materials 3,303.0 $1.1M 0.02% NEW $344.32 +1.8%
279 GVI ISHARES TR 10,466.0 $1.1M 0.02% NEW $106.09 -0.5%
280 MGV VANGUARD WORLD FD 6,786.0 $1.1M 0.02% NEW $163.45 +3.1%
Page 14 of 32  ·  625 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 33.5%
Financial Services 17.6%
Technology 13.8%
Communication Services 8.2%
Consumer Cyclical 7.2%
Industrials 7.2%
Consumer Defensive 5.1%
Energy 3.7%
Real Estate 2.4%
Basic Materials 1.0%